REIT Checklist

Company	Contact Number	Subject Property:	Prepared by:
[your company name]	[your company number]	123 Main Street, Your City, Your State	[your name]

Property Evaluation

Have you identified the property type (residential, commercial, industrial)?

• YES

• NO

Is the property located in a desirable neighborhood or area?

• YES

• NO

Does the property have good access to transportation and amenities?

• YES

• NO

Is the property in good condition or are renovations needed?

• YES

• NO

Have you obtained a property inspection report?

• YES

• NO

Is the property's price within your budget?

• YES

• NO

Market Analysis

Have you researched the local real estate market trends?

• YES

• NO

Is there potential for property value appreciation in the area?

• YES

• NO

Have you considered the rental demand and potential rental income?

• YES

• NO

Are there any upcoming developments that may affect the property's value?

• YES

• NO

Financial Planning

Have you calculated your total investment costs, including purchase price, closing costs, and renovation expenses?

• YES

• NO

Do you have a clear financing plan, including mortgage terms and interest rates?

• YES

• NO

Have you considered property taxes, insurance, and maintenance costs?

• YES

• NO

Is there a contingency fund in case of unexpected expenses?

• YES

• NO

Legal and Compliance

Have you conducted a title search to ensure clear property ownership?

• YES

• NO

Are you aware of zoning regulations and property use restrictions?

• YES

• NO

Have you reviewed all legal documents, contracts, and agreements thoroughly?

• YES

• NO

Is the property free from any legal disputes or encumbrances?

Investment Strategy

Have you defined your investment goals and objectives?

• YES

• NO

Do you have a clear exit strategy for the investment?

• YES

• NO

Have you assessed the potential risks and challenges associated with the property?

• YES

• NO

Is the investment aligned with your long-term financial plans?

• YES

• NO

Due Diligence

Have you sought advice from real estate professionals or experts?

• YES

• NO

Did you compare multiple investment opportunities before finalizing your decision?

• YES

• NO

Have you considered the property's historical performance and rental income data?

• YES

• NO

Are there any unique factors specific to this property that require special attention?

• YES

• NO

Regulatory Compliance

Are you aware of and compliant with local, state, and federal real estate regulations?

• YES

• NO

Have you obtained all necessary permits and licenses for the investment?

• YES

• NO

Do you have a plan for property management and tenant screening in compliance with the law?

• YES

• NO

Exit Strategy

Have you outlined a clear plan for selling or transitioning out of the investment if necessary?

• YES

• NO

Do you have an estimated timeline for achieving your investment goals?

• YES

• NO

Have you considered tax implications and capital gains when exiting the investment?

• YES

• NO

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